Meta Platforms, Inc.
US ˙ NasdaqGS ˙ US30303M1027

SecurityMETA / Meta Platforms, Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership3,014 shares
Latest Disclosed Value $ 1,724,440
Bedel Financial Consulting, Inc. reports 1.54% decrease in ownership of META / Meta Platforms, Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 3,014 shares of Meta Platforms, Inc. (US:META) valued at $1,724,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,061 shares of Meta Platforms, Inc.. This represents a change in shares of -1.54% during the quarter. The current value of the position is $1,787,302 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F META PLATFORMS CL A 30303M102 3,014 -47 -1.54 1,724 -14.65 0.1916
2026-01-28 2025-12-31 13F META PLATFORMS CL A 30303M102 3,061 50 1.66 2,021 -8.64 0.2174
2025-11-07 2025-09-30 13F META PLATFORMS CL A 30303M102 3,011 89 3.05 2,211 2.55 0.2823
2025-08-12 2025-06-30 13F META PLATFORMS CL A 30303M102 2,922 -14 -0.48 2,157 25.06 0.2941
2025-05-07 2025-03-31 13F META PLATFORMS CL A 30303M102 2,936 -1 -0.03 1,724 -16.67 0.2470
2025-02-06 2024-12-31 13F META PLATFORMS CL A 30303M102 2,937 131 4.67 2,070 28.83 0.2874
2024-11-12 2024-09-30 13F META PLATFORMS CL A 30303M102 2,806 -12 -0.43 1,607 13.10 0.2267
2024-08-05 2024-06-30 13F META PLATFORMS CL A 30303M102 2,818 -34 -1.19 1,421 2.60 0.2082
2024-05-07 2024-03-31 13F META PLATFORMS CL A 30303M102 2,852 -22 -0.77 1,385 36.09 0.2172
2024-02-13 2023-12-31 13F/A-1 META PLATFORMS CL A 30303M102 2,874 14 0.49 1,017 18.53 0.1864
2024-02-08 2023-12-31 13F META PLATFORMS CL A 30303M102 2,874 14 1,017 0.1864
2024-02-08 2023-09-30 13F META PLATFORMS CL A 30303M102 2,860 100 3.62 859 8.33 0.1738
2023-08-10 2023-06-30 13F META PLATFORMS CL A 30303M102 2,760 -50 -1.78 792 33.11 0.1655
2023-05-02 2023-03-31 13F META PLATFORMS CL A 30303M102 2,810 -8 -0.28 596 75.52 0.1450
2023-02-07 2022-12-31 13F META PLATFORMS CL A 30303M102 2,818 -170 -5.69 339 17.30 0.0843
2022-11-08 2022-09-30 13F META PLATFORMS CL A 30303M102 2,988 -140 -4.48 289 -42.66 0.0766
2022-08-04 2022-06-30 13F META PLATFORMS CL A 30303M102 3,128 68 2.22 504 -25.88 0.1474
2022-04-19 2022-03-31 13F FACEBOOK CL A 30303M102 3,060 -30 -0.97 680 -34.55 0.2137
2022-01-11 2021-12-31 13F FACEBOOK CL A 30303M102 3,090 -50 -1.59 1,039 -2.53 0.3231
2021-10-12 2021-09-30 13F FACEBOOK CL A 30303M102 3,140 -20 -0.63 1,066 -3.00 0.3660
2021-08-03 2021-06-30 13F FACEBOOK CL A 30303M102 3,160 122 4.02 1,099 22.79 0.3825
2021-04-26 2021-03-31 13F FACEBOOK CL A 30303M102 3,038 108 3.69 895 11.88 0.3462
2021-02-02 2020-12-31 13F FACEBOOK CL A 30303M102 2,930 -80 -2.66 800 1.52 0.3550
2020-10-20 2020-09-30 13F FACEBOOK CL A 30303M102 3,010 -49 -1.60 788 13.38 0.3940
2020-07-14 2020-06-30 13F FACEBOOK CL A 30303M102 3,059 -7 -0.23 695 36.01 0.3747
2020-05-06 2020-03-31 13F FACEBOOK CL A 30303M102 3,066 57 1.89 511 -17.31 0.3379
2020-01-28 2019-12-31 13F FACEBOOK CL A 30303M102 3,009 33 1.11 618 16.60 0.3504
2019-10-09 2019-09-30 13F FACEBOOK CL A 30303M102 2,976 0 0.00 530 -7.67 0.3190
2019-08-01 2019-06-30 13F FACEBOOK CL A 30303M102 2,976 328 12.39 574 30.16 0.3489
2019-05-02 2019-03-31 13F FACEBOOK CL A 30303M102 2,648 -200 -7.02 441 18.23 0.2813
2019-01-28 2018-12-31 13F FACEBOOK CL A 30303M102 2,848 39 1.39 373 -16.37 0.2684
2018-11-01 2018-09-30 13F FACEBOOK CL A 30303M102 2,809 149 5.60 446 -13.73 0.2976
2018-07-18 2018-06-30 13F FACEBOOK CL A 30303M102 2,660 233 9.60 517 33.25 0.3802
2018-05-03 2018-03-31 13F FACEBOOK CL A 30303M102 2,427 0 0.00 388 -9.35 0.2949
2018-02-06 2017-12-31 13F FACEBOOK CL A 30303M102 2,427 2,427 428 0.3851
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.